Software to Streamline Online Grant Applications

Size: px

Start display at page:

Download "Software to Streamline Online Grant Applications"

Myles Campbell
6 years ago
Views:

1 Software to Streamline Online Grant Applications September 2010 Logistics Ask questions! Otherwise we re speaking to a black hole! Use the Raise Hand button Make the slideshow or demo bigger Enter questions into the Chat with Presenter box

2 Logistics I ll doing some wholesale muting and unmuting, but you can do it yourself as well. *7 to Un-mute *6 to Mute Wait for the Recording Lady

3 Software to Streamline Online Grant Applications September 2010 What We ll Cover Why Online Applications? In Search of Streamlining Comparing the Vendors Streamlining Best Practices

4 Introductions Me! What do you hope to get from this session? Why Online Applications?

Online Applications are a Boon for Grantmakers

and review They make it easier for many people

process They save trees! And Grantseekers!

validates it for them It saves the hassle of

5 Online Applications are a Boon for Grantmakers They speed and optimize application submission and review They make it easier for many people to get involved in a review and approval process They save trees! And Grantseekers! It s makes it very clear what s required and validates it for them It saves the hassle of last minute printing and collating It saves time in formatting

6 Where Does This Information Come From? And many thanks to TAG! In Search of Streamlining

7 Helping Applicants Get Started Can applicants easily see what s needed? Reuse information they already entered? Overall Applicant Ease of Use Do forms make applicants jump through hoops? Or does it help them with clear error messages, character counters, and easy ways to save?

8 Tools for Grantmakers to Edit Applications Can grantmakers update or create their own applications? How powerful are these editing tools to create effective forms? Multi-Stage Applications Does it support eligibility quizzes? A LOI and Proposal? Online status reports?

9 Collaboration Can the grantmaker collaborate on applications? Can the grantee see their status online? Exporting Data How easy is it to get the data out into a third party system?

10 Comparing the Vendors Grant Lifecycle Manager, by Foundant A well designed and usable interface makes it easy to apply for grants although all applications must be a single page

Grant Lifecycle Manager, by Foundant The interface to update or create applications is friendly and useful Grant Lifecycle Manager, by Foundant Eligibility quizzes?

11 Grant Lifecycle Manager, by Foundant The interface to update or create applications is friendly and useful Grant Lifecycle Manager, by Foundant Eligibility quizzes? Supports three proposal stages Unlimited proposal stages? Via Excel Reporting on form data? Via Excel Extranet? Data Export? $5000 for a two-year contract for two sets of applications and the whole grants management system

Grant Application, by Ocean Peak Grantmakers can add text fields to a supplemental page

12 Common Grant Application, by Ocean Peak Text heavy but functional interface. Lets organizations apply to a number of grantmakers with a common application Common Grant Application, by Ocean Peak Grantmakers can add text fields to a supplemental page or header text for existing pages, but otherwise there is little ability to customize the application

13 Common Grant Application, by Ocean Peak Eligibility quizzes? LOI and Proposal Application fields, in Excel Unlimited proposal stages? Reporting on form data? Application fields, in Excel Extranet? Data Export? $120- $4000+ per year based on assets plus $15 per submitted application egrants.net, by Bromelkamp Relatively user friendly (but kind of oldschool looking) application forms

egrants.net, by Bromelkamp Grantmakers cannot add or edit forms themselves. They must go through the vendor, at $3500 - $6000 per form.

14 egrants.net, by Bromelkamp Grantmakers cannot add or edit forms themselves. They must go through the vendor, at $ $6000 per form. All data must be imported to Pearl (or another system) as a manual step. egrants.net, by Bromelkamp Eligibility quizzes? Unlimited proposal stages? Export into XML, MDB, or Pearl Reporting on form data? Extranet? Data Export? $ $6000 per application or status report; then $1200 for the first form and $108 for each additional annually

without filling out all the required fields.

15 WebGrants, by Dulles Specializes in sophisticated, multiple page applications The usability leaves a little to be desired for instance, you can t save without filling out all the required fields. WebGrants, by Dulles A friendly interface allows grantmakers a lot of flexibility to setup their own application forms

16 WebGrants, by Dulles As customization LOI and proposal, or custom Eligibility quizzes? Unlimited proposal stages? Reporting on form data? Extranet? Data Export? $15, $100,000 for one-time licensing and customization of the whole grants management system Philantech, by Philantrack Polished and usable applications including the ability for grantees to reuse answers from previous grants.

Philantech, by Philantrack Eligibility quizzes? Quiz, LOI and proposal Limited Unlimited proposal stages?

17 Philantech, by Philantrack Grantmakers can add questions from the library, but must work with the vendor to edit or add new questions, or to re-categorize applications. Philantech, by Philantrack Eligibility quizzes? Quiz, LOI and proposal Limited Unlimited proposal stages? Reporting on form data? Extranet? Data Export? $15, $100,000 for one-time licensing and customization of the whole grants management system

Some usability features lacking (easy preview, solid required field handling) but

18 Foundation Grants Manager, by NPower Straightforward and polished application forms. Some usability features lacking (easy preview, solid required field handling) but being added in early Oct. Foundation Grants Manager, by NPower Powerful and flexible ability to create new forms but complex. Training is included in the cost.

Foundation Grants Manager, by NPower Eligibility quizzes? Unlimited proposal stages? Reporting on form data? Limited, full featured in Oct Extranet?

19 Foundation Grants Manager, by NPower Eligibility quizzes? Unlimited proposal stages? Reporting on form data? Limited, full featured in Oct Extranet? Data Export? $25,000 for setup and configuration; then $5000 annually. CyberGrants Clean and friendly online applications, as a core of the product

20 CyberGrants Interface for grantmaker to edit/ add forms CyberGrants Eligibility quizzes? nd Unlimited proposal stages? Reporting on form data? Extranet? Data Export? Info as per their website. CyberGrants declines to speak to Idealware.

21 GrantedGE by FusionLabs Completely customizable look and feel, with solid usability. GrantedGE by FusionLabs Tools to create forms are flexible, but complex, and require multiple steps.

GrantedGE by FusionLabs Eligibility quizzes? LOI and proposal only Unlimited proposal stages? Reporting on form data? Application status and contact info Extranet?

22 GrantedGE by FusionLabs Eligibility quizzes? LOI and proposal only Unlimited proposal stages? Reporting on form data? Application status and contact info Extranet? Data Export? Pricing information pending IGAM, by MicroEdge Old fashioned but relatively usable online applications. Import to GIFTS or FIMS must be manually kicked off

IGAM, by MicroEdge Fairly flexible but complex interface for grantmakers to create forms. IGAM, by MicroEdge Eligibility quizzes? Quiz, LOI and proposal Unlimited proposal stages?

23 IGAM, by MicroEdge Fairly flexible but complex interface for grantmakers to create forms. IGAM, by MicroEdge Eligibility quizzes? Quiz, LOI and proposal Unlimited proposal stages? Reporting on form data? Limited Into a spreadsheet, or from GIFTS/ FIMS Extranet? Data Export? About $3,000 to $5,000 to set up, and about $1,200 to $3,00 per year (unofficially, as MicroEdge declined to disclose).

EasyGrants, by Altum Provides only very limited update of forms via

24 EasyGrants, by Altum Specializes in sophisticated, multiple page applications that are reasonably easy to use. EasyGrants, by Altum Provides only very limited update of forms via interface. They re completely updatable by the vendor or those with XML and MS SQL skills.

25 EasyGrants, by Altum Eligibility quizzes? Unlimited proposal stages? Reporting on form data? Extranet? Data Export? $200,000+ for onetime licensing and customization of the whole grants management system Streamlining Best Practices

26 Right Size your application process. Make your requirements clear. Don t make applicants guess what it is you need from them

27 Put yourself in the applicants shoes. Is it friendly? Usable? Ask some applicants to review your forms before you launch! Use a multi-stage application process. Reviewing LOIs prior to full applications can reduce the amount of work required by everyone.

28 Only require the information Will you really use all that info? What do you really need from returning grantees? you actually need. Use common questions Can you use standard questions? A standard application?

29 Questions? Create short forms for returning grantees.

A Consumers Guide to. Update

A Consumers Guide to. Update A Consumers Guide to Grants Management Software Report Update October 2011 Authors Jay Leslie, Idealware Laura Quinn, Idealware Chris Bernard, Idealware Many thanks to the organizations who supported this